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Document Management in Ultralight by Greenlight Guru
Document Management in Ultralight by Greenlight Guru
Document Management in Ultralight by Greenlight Guru

About the Learning Experience

In this course, you will learn about the Documents Module within Ultralight by Greenlight Guru. If you have questions on this content, please get in touch with your designated Onboarding Medical Device Consultant, Customer Success Manager, or Greenlight Guru Support (support@greenlightguru-ultralight.zendesk.com).


Required Environment Access in Ultralight by Greenlight Guru: Sandbox

Required System Level Role in Ultralight Greenlight Guru: Super Admin

  • Note: This tutorial is from the perspective of the Super Admin; thus, all workflows will be covered in this course. To restrict access and permission, you may also use a Quality, Product, or View-only role in the platform for the documents module. 

Course Categories

Ultralight by Greenlight Guru QMS

Course Instructor

Jamie Bihary
Jamie Bihary
Medical Device Consultant II
Course Progress
Not started
Enroll
Learning Experience Outline
  1. Welcome
    1. Welcome!
  2. Navigation
    1. Basic Navigation
  3. Manage Document Types
    1. Adding, Editing, and Archiving a Document Type
  4. Creating a New Document
    1. Adding a Document
    2. New Editing a Document in Draft, In-Line Editing, & Document Access
    3. Adding a Quiz to a Document
  5. Document Activity
    1. Document Activity
  6. Viewing a Document
    1. Navigation to Viewing a Document
    2. Document Comparison Navigation
  7. Indexes
    1. Adding a New Document Index & New Entries
  8. Filtering & Search
    1. Search & Filter
learning_experience
Document Management in Ultralight by Greenlight Guru
Document Management in Ultralight by Greenlight Guru
Course Progress
Not started
Enroll

About the Learning Experience

In this course, you will learn about the Documents Module within Ultralight by Greenlight Guru. If you have questions on this content, please get in touch with your designated Onboarding Medical Device Consultant, Customer Success Manager, or Greenlight Guru Support (support@greenlightguru-ultralight.zendesk.com).


Required Environment Access in Ultralight by Greenlight Guru: Sandbox

Required System Level Role in Ultralight Greenlight Guru: Super Admin

  • Note: This tutorial is from the perspective of the Super Admin; thus, all workflows will be covered in this course. To restrict access and permission, you may also use a Quality, Product, or View-only role in the platform for the documents module. 
Learning Experience Outline
  1. Welcome
    1. Welcome!
  2. Navigation
    1. Basic Navigation
  3. Manage Document Types
    1. Adding, Editing, and Archiving a Document Type
  4. Creating a New Document
    1. Adding a Document
    2. New Editing a Document in Draft, In-Line Editing, & Document Access
    3. Adding a Quiz to a Document
  5. Document Activity
    1. Document Activity
  6. Viewing a Document
    1. Navigation to Viewing a Document
    2. Document Comparison Navigation
  7. Indexes
    1. Adding a New Document Index & New Entries
  8. Filtering & Search
    1. Search & Filter

Course Categories

Ultralight by Greenlight Guru QMS

Course Instructor

Jamie Bihary
Jamie Bihary
Medical Device Consultant II